Will Your Retirement Income Last a Lifetime?

Join us for an educational workshop devoted to the financial challenges that retirees and those nearing retirement are facing today. You and up to three of your guests may join us for a complimentary meal at this information packed presentation that will answer many of the questions you may have on “How to make the most of your retirement assets.” Reservations are required, please RSVP at your earliest convenience as space is limited.

In our professional practice, we have found that people are concerned about:

• How to help ensure that your savings last as long as you do
• The effect of rising interest rates on your bond holdings
• Deciding which assets to spend in retirement
• Making the most of retirement income streams
• Maintaining the tax-deferred status of qualified retirement plans
• Determining which investment may be suitable to build an income producing portfolio

Attend this workshop if you would like to learn:

• How to develop a personal fair rate of return
• Why segmenting your assets by responsibilities is important and how to do this using the “Premier Bucket Strategy”
• How to build a personal media filter
• Why “Right Now” may be the best time to reevaluate your investment strategy

RSVP Online!